Financial Planning & Analysis Analyst
In this role, you will support the Financial Planning and Analysis (FP&A) team and report to the Global FP&A Manager. You will fulfill the financial analytics needs for the FP&A team, supporting key institutional processes including the Quarterly Financial Reviews. The role is placed within the WRI Global office in Washington, DC and will support WRIs International offices. While the primary focus of the position will be financial analysis, the candidate will also work closely on special projects, implementing new processes and policies, and working on change management.
This position is remote due to Covid-19, but you will be based at WRI’s office in Washington, DC once restrictions have lifted.
Financial Planning, Analysis, and Systems (70%)
- Take a lead coordination role in the annual and quarterly financial reviews with programs, departments, and international offices that are coordinated by the FP&A team, analyzing and documenting minutes, following up with teams, and reporting on trends
- Create sub-grants to independent WRI offices which capture institutional funding. Working with Grants & Contracts and international offices to set these up, regularly monitor reporting, and ensure timely and compliant closeout
- Develop and issue monthly reports to teams focused on project deficits, grants closing, projects at risk, and status of unrestricted funds. Work closely with teams to get responses, and report up high risk and other relevant items
- Working closely with the cost and pricing team, undertake efforts to track revenue and expenses for work in different countries that WRI works in, including countries where WRI does not have a registered presence
- Support the Global FP&A Manager to coordinate capacity building efforts for WRI’s international offices
- Support the Senior Finance Manager to update and monitor the indirect costs and indirect/support cost recovery for the entire organization
- Monitor overall financial health of the organization, working with all departments and programs to assure the information in the financial systems is as accurate as possible. This includes monthly budget variance analyses and developing forecasting scenarios using IBM Cognos TM1 and reporting, and Power BI
- Assist the Chief Financial and Operations Officer (CFOO) office and FP&A team in various analyses and scenarios related to financial and operational needs
- Support the Global Finance Director and the CFOO in various ad hoc reporting and presentations using PowerPoint, Power BI (or other data visualization tools), Excel, and Word
- Develop dashboards with Power BI and reports in IBM Cognos intended to measure business performance metrics and help users to develop their own financial dashboards Special Projects and
- Working with Special Projects Team, identify process gaps and operational issues by working closely with teams and core functions and find and implement solutions that incorporate WRI’s ongoing growth
- Work closely with Special Projects Manager on change management and rolling out new processes
- Identify the need for training, and develop and deliver training for staff on financial management, and operational systems and processes
- Assist in implementation of risk framework at WRI
- Bachelor's degree required; master’s degree preferred
- Minimum of 2 years of relevant, full-time work experience in finance and project planning
- Systems experience: PowerPoint, Salesforce, SharePoint workflows, Visio, Power BI, Office 365 suite of applications
- Experience with creating and managing budgets
- Experience in analysis of financial data: accounting, budgeting, and planning
- Experience in Microsoft Office suite of tools, especially PowerPoint and in advanced Excel
- Excellent mathematical skills and analytically minded
- Strong customer service, communication, and interpersonal skills, both written and verbal
- Experience training others at multiple personnel levels
- Detail-oriented and organized thinker who can juggle multiple, competing priorities
- Creative, outside-the-box thinker
- US work authorization required for this position
Potential Salary: $53,000 - $68,000. Salary is commensurate with experience and other compensable factors.
WRI’s Operations department is striving to make all global offices low risk and fully capable, enhancing their operational capabilities, through a bond of mutual and sustainable growth, a high level of collaboration with each other and ability to share knowledge across the sisterhood of offices. This will be done through establishing mutually agreed upon standards of performance, measuring the efficiency and effectiveness for the sisterhood of offices. All offices will have a clear focus on achieving a high capacity rating and be able to pass an organizational assessment to ensure the ability that donors could provide funding directly. The department strives for clear processes across the WRI network to manage and mitigate the institutional risks – operational, personnel, financial, political. The Finance team provides financial management and oversight across WRI. The team manages institutional budgeting, financial planning, financial reporting, provide financial and operational training, and create and monitor internal controls and accountability policies to ensure WRI is compliant with donor and government regulations. Collectively, the Finance team also manages operational special projects to help WRI create the systems and processes needed to maintain donor compliance and successfully manage institutional growth.
World Resources Institute (WRI) is an independent, nonprofit global research organization that turns big ideas into action at the nexus of environment, economic opportunity and human well-being. We are working to address seven critical challenges that the world must overcome this decade in order to secure a sustainable future for people and the planet: climate change, energy, food, forests, water, sustainable cities, and the ocean.
We are passionate. We value our diversity of interests, skills and backgrounds. We have a flexible work environment. And we share a common goal to catalyze change that will improve the lives of people. Our shared ideals are at the core of our approach. They include: integrity, innovation, urgency, independence and respect.
The foundation of our work is delivering high-quality research, data, maps and analysis to solve the world’s greatest environment and international development challenges, and improve people’s lives. We work with leaders in government, business and civil society to drive ambitious action and create change on the ground. Equally important, we bring together partners to develop breakthrough ideas and scale-up solutions for far-reaching, enduring impact.
We have been growing rapidly: our staff has doubled in size over the past 5 years and our operating budget is now $150 million. Founded in 1982, WRI has a global staff of 1,000+ people with work spanning 60 countries. We have offices in Africa, Brazil, China, Europe, India, Indonesia, Mexico and the United States as well as a growing presence in other countries and regions.
WRI is committed to advancing gender and social equity for human well-being in our mission and applies this principle to our organizational and programmatic practices.